See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $55,203 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $350 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,923 | $89,652-1.9% | $141,162-37.7% | $65,185+34.9% |
| Participation rate | 70.4% | 74.7%-4.3pp | 82.5%-12.1pp | 70.2%+0.2pp |
| Annual return | 27.70% | 32.79%-5.1pp | 71.39%-43.7pp | 29.38%-1.7pp |
| Employer contribution / active EE | $2,834 | $3,065-7.5% | $4,735-40.1% | $2,177+30.2% |
| Participant deferral / active EE | $9,056 | $5,691+59.1% | $6,709+35.0% | $3,514+157.7% |
| Admin fee / account holder | $2 | $569-99.7% | $10,261-100.0% | $847-99.8% |